The Most Underrated Industry in America Is... Flowers?

Michael Jacobson took over the flower shop his uncle wanted to sell, rebuilt it around technology, supply chain, and marketing, and grew a single location to nearly $10M. His story, Jersey Mike's dethroning Chick-fil-A, a cool retro food brand, and more in this weeks newsletter

The Franzy Five
FRANZY
THE WEEKLY BRIEFING
 

Hey there,

Welcome back to the Franzy Five. Big week in the industry and a bigger one inside our four walls.

This week: Jersey Mike's just knocked Chick-fil-A off the customer-satisfaction throne after eleven straight years, I went back on Young and Profiting for a more tactical round two, we welcomed a nostalgic 1950s diner concept onto the platform, we put a hard number on exactly how long that QSR reign lasted, and we dropped a fresh podcast episode worth your next drive.

In This Edition
📰  Jersey Mike's dethrones the satisfaction king
🗣️  My tactical round two on Young and Profiting
🏷️  Brand of the Week: Nifty Fifty's
📊  By the Numbers: how long the reign lasted
🎙️  This week's new podcast episode
 
In the News

Jersey Mike's Just Dethroned the King of Fast Food Satisfaction

What's happening: Jersey Mike's debuted at the top of the 2026 American Customer Satisfaction Index for restaurants, scoring an 84 to Chick-fil-A's 83 and ending Chick-fil-A's eleven-year run as the highest-rated major fast food brand.

Why it matters: This was the first year ACSI even included Jersey Mike's, and the sandwich chain - which is reportedly eyeing a public debut - walked straight to the top while the rest of QSR sat flat at a 79 average. Chick-fil-A didn't slip; its score was unchanged. Someone new just did the fundamentals a hair better.

The big picture: Restaurant sales grew slower than menu inflation this year, so the growth that exists is coming from higher prices, not more visits. In that environment, the brands winning on satisfaction are the operator-led ones obsessing over the whole experience - and that is exactly the profile that tends to make a durable franchise.

 
Heard at Franzy

I Went Back on Young and Profiting - and Got Tactical

Round two with Hala Taha is live. The first time I sat down with the Young and Profiting audience, we kept things big-picture. This one goes deeper into the weeds.

I got into the specific industries where franchise concepts are quietly crushing it right now, walking through real brands and real numbers instead of staying at thirty thousand feet. It is a far more hands-on conversation than you usually get on a show that size.

If you have been wondering which categories are actually worth a serious look in 2026, this is the episode to put on. Go give it a listen.

 
Brand of the Week

Nifty Fifty's

1950s nostalgia, scratch-made burgers, and a milkshake menu a mile long.

Investment Range
$1.22M – $3.51M
Avg Gross Sales
$1.9M – $5.2M

Nifty Fifty's opened in Folsom, Pennsylvania in 1987 and spent the next three-plus decades perfecting a simple promise: freshly ground, hand-pattied burgers, fresh-cut fries, and handmade shakes inside a full-on 1950s diner. It is a ten-time "Best of Philly" winner that started franchising in 2017.

The brand comes in three formats - a full-service diner, a standard lunch-and-dinner diner, and a walk-up express unit - and the flagship Pennsylvania locations put up serious numbers, with the original Folsom and Philadelphia diners both clearing roughly $5M in revenue. What caught my eye most: they are opening a modular unit next year, which is exactly the kind of lower-footprint, faster-to-build format I think this space needs more of.

Nifty Fifty's just joined the Franzy platform, so our advisors can start walking qualified candidates through it now. If a nostalgic, food-first concept with real unit economics is your thing, this one is worth a look.

 
By the Numbers
4,015
Days Chick-fil-A Sat at #1

That is about how long eleven straight years runs - and that is how long Chick-fil-A held the top spot in restaurant customer satisfaction before Jersey Mike's edged it out, 84 to 83, in this year's ACSI study. Streaks like that rarely end because the leader got worse. Chick-fil-A's score did not move at all. Someone new simply showed up and executed a little bit better.

 
This Week from Franzy

How a Dying Flower Shop Became a $10M Brand

Michael Jacobson's uncle called him to help sell the flower shop he had run for nearly 40 years. Michael was a bored corporate consultant doing a favor - and instead of winding the business down, he found an entire industry frozen in time, still running on fax machines and gutted by aggregator commissions. So he quit his job and took the whole thing over.

In this week's Exit Plan, I sit down with Michael to break down how he grew a single location from a few hundred thousand in revenue to nearly $10M, why he rebuilt French Florist around three pillars - technology, supply chain, and marketing - and how a $13,000 printer-ink problem accidentally led to the best software in the floral industry. It is a blueprint for taking an overlooked, unsexy industry and building something an order of magnitude better.

▶  Watch the Episode
 
More from the Industry

Three other stories worth your time this week.

Pizza Hut's Future Looks Shaky After a $2.7B Sale →

The chain is going private in a $2.7B deal, and the road ahead looks uncertain as it works to turn around softening sales.

Red Robin Refranchises 86 Units for $72.5M →

The casual-dining chain is handing dozens of company-run restaurants back to franchisees, a classic move to lighten the corporate load.

Domino's CEO to Retire, COO Steps Up →

Russell Weiner is retiring, with COO Joe Jordan tapped to take the top job at the pizza giant.

Reply if any of these caught your eye. We read everything.

- Alex

 
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